View Activities Scheduled for an Entry

Updated 1 year ago by Celina Kwan

Use this procedure to view the appointments and tasks scheduled with an Address Book entry, Opportunity, Customer Service case, or Campaign. In the Hotlist page, you can also view the activities scheduled with the Address Book entry associated with the task.

  1. Click on the entry to make it the current entry.
  1. In the following pane, select the Activities tab.

  1. From the View drop-down list, select a date range.

  1. In the top-right corner of the following pane, click the filter icon to adjust which activities are displayed.

The Filter Options dialog box opens.

  1. Select the filter options for the activities you would like to view.

  • From the User drop-down list, select the user whose activities you want to view.

  • Select Show appointments, Show carried forward unfinished tasks, or Show completed activities to include these activities in the list.

  • In the Options section, select whether you want to see all activities or only those associated with an action plan.

  1. Click OK to apply the filter options.

All appointments and tasks for the selected entry that match the filter and date range criteria are displayed in the list.


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